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| Keyboard |
| Sandia Wealth Management LLC
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|---|---|
| CRD # | 159402 |
| SEC # | 801-122537 |
| CIK # | |
| AUM | 193.5 M (2026-03-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 505-296-1100 |
| Address | 9201 Montgomery NE Suite 401 Albuquerque, NM 87111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 55.3 |
| (b) Individuals (high net worth individuals) | 67 | 126.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 562 | 193.5 |
| By Discretionary | ||
| Discretionary | 425 | 181.0 |
| Non-Discretionary | 137 | 12.4 |
| Total | 562 | 193.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.5 | |
| Total | 562 | 193.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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✚
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GA | 194.0 M |
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Capital and Planning LLC
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|
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|
Future Financial Wealth Management Group LLC
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Balanced Rock Investment Advisors LLC
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|
Elemental Capital Partners LLC
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193.1 M | |
|
East Guilford Financial Services LLC
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|
High Point Wealth Management LLC
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|
Fulcrum Equity Management LLC
✚
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